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Fed Is Pricing the Next Hike (or Cycle)
The market spent years waiting for the next cut. Now it is quietly rebuilding the hiking cycle.
Topics
- Fed
Further reading
- FED RESEARCHWhy Are Bond Yields Falling While the Fed Is Hiking?Investors fled AI stocks into Treasuries and pulled real yields lower, while oil kept a December hike priced.
- FED RESEARCHHow to Trade Economic Data 02: Inflation, CPI, PPI and PCEThe Fed announces its next decision on October 28. September PCE, the inflation gauge the Fed targets, comes out on October 29.
- FED RESEARCHThe Warsh TRAP: The Rate Cut Won’t be the fix but the problemPresident Trump needs to know about how rate cut really works
- FED RESEARCHThe Quiet HikeIt rarely happens: The Fed just voted 9–0 together.
- FED RESEARCHThe Bad Transparency: How the Fed Is Becoming Trump’s FedWARSH TOOK AWAY THE FED’S MAP. THERE IS NO FORWARD GUIDANCE NOR SOFT IMPLICIT TARGET.
- FED RESEARCHFED'S Reaction Function Has BrokenThe Fed has not lost credibility on its inflation target. It has lost something more expensive — the predictability of how it responds to data. That is the price the market is now